Options

Select the Options tab.

Skip From Category Code:

Enter the first category code value in the range of category code values to select the records to display on the form. The system enables the Skip From Category Code and Skip To Category Code fields only when the value of the Sequence Code field is 1,2, or 3. Depending on the value, the system selects a range of values from category code 1, category code 2, or category code 3.

Skip Thru Category Code:

Enter the last category code value in the range of category code values to select the records to display on the form. The system enables the Skip From Category Code and Skip To Category Code fields only when the value of the Sequence Code field is 1,2, or 3. Depending on the value, the system selects a range of values from category code 1, category code 2, or category code 3.

Skip From Alternate Cost Code:

Enter the first alternate cost code in the range of alternate cost code values to select the records to display on the form. The system enables the Skip From Alternate Cost Code and Skip To Alternate Cost Code fields only when the value of the Sequence Code field is A.

Skip Thru Alternate Cost Code:

Enter the last alternate cost code in the range of alternate cost code values to select the records to display on the form. The system enables the Skip From Alternate Cost Code and Skip To Alternate Cost Code fields only when the value of the Sequence Code field is A.

Sequence Code

Enter the code that specifies the sequence that the system uses to display the accounts on the form. The system automatically displays the column based on the sequence that you select. For example, if you select A, the system adds the column for Alternate Cost Code. Values are:

Blank: Job, Cost Code, and Cost Type (Business Unit, Subsidiary, Object)

1: Account Category Code 01.

2: Account Category Code 02.

3: Account Category Code 03.

A: Alternate Cost Code.

C: Cost Code and Cost Type.

O: Job, Cost Type, and Cost Code.

T: Cost Type and Cost Code.

Activity Option

Enter the code that describes how to limit the account information that the system displays based on the activity in the account. Values are:

A: Display only accounts with actual costs (AA ledger).

B: Display only accounts that have projected final amounts (HA ledger) that are less than 100 percent.

C: Display only accounts that have actual amounts (AA ledger) with a percent complete that is less than 100 percent.

D: Display only accounts that are 100 percent complete.

E: Display only accounts that have a projected final amount (HA) that is greater than the revised budget ledger value.

F: Display only accounts that have a projected final amount (HA) that is less than the revised budget ledger value.

G: Display only accounts that have actual amounts (AA ledger) or budget amounts.

Days Prior to Date

Enter the number of days prior to the date entered in the Thru Date/Period field to use to retrieve account information. For example, if the through date is June 30, 2008, and you enter 5 in this field, the system uses a through date of June 25, 2008 to display account information.

You can use this field to display information for an irregular period of time, such as a five-day workweek, that occurs in the middle of a financial period.

Note: This field works only for the AA and AU ledgers, and affects only columns with formulas that include code 10, 30, or 50. The Days Prior to Date field has no effect on any other columns.

Posted, Unposted, and All

Select one of these buttons to limit the account information that the system displays to posted or unposted transactions from the AA and AU ledgers.